Navigating mergers & acquisitions in financial services
Download the guide to see how financial institutions are using engagement as a strategic advantage during M&A.
Product Category: Knowledge Management
The payoff of employee knowledge management investments
For customer-facing employees of banks and credit unions, the quality of information at their disposal is critical to their success helping customers.
3 ways FIs use knowledge management to deliver great customer experiences
To thrive in today’s hyper-competitive financial services market, banks and credit unions must differentiate their brand on customer relationships.
The hidden cost of your digital-first strategy
However, research reveals that 70% of banking customers start with online self-service support but it’s not working for 87% of them. So, where do digital-first strategies go wrong? The hidden support and opportunity costs will surprise you.
How OnPoint Community Credit Union optimizes their employee knowledge base
OnPoint Community Credit Union’s Aimee Ten Eyck-Schaffer, Organization Procedure Consultant, shares how OnPoint utilizes Engageware’s Knowledge Management solution. She covers how they set up their content, what they have learned since implementation, and how they maintain their content.
Beyond the scrape: using generative AI and curated content to boost sales and automate service
Engageware’s Generative AI Approach: Explore how AI is transforming search, chat, and customer service workflows.
Winning with knowledge: how financial institutions are transforming employee experience with Engageware
Discover how United Heritage Credit Union (UHCU) and other financial institutions are enhancing employee experience and operational efficiency with Engageware’s Employee Knowledge Management (EKM) -applicable in bank and credit union settings.
March 2025 product release showcase
From smarter AI to enhanced scheduling and knowledge tools, discover how our latest innovations are helping financial institutions improve customer engagement, streamline operations, and drive real results.
How OnPoint enhanced their internal search with gen AI
In this on-demand webinar, OnPoint Community Credit Union shares how they transformed their internal knowledge search experience using generative AI. With over 1,200 employees across 60 branches, OnPoint needed a faster, smarter way to connect staff with accurate information in real time.
Streamlined knowledge led to save 10 months in manual training time
Hear from Laurie Roth, Learning and Development Manager, how United Heritage Credit Union harness Engageware Knowledge Management to enhance operational efficiency and leverage employee experiences.